Financial Services Manager
2 weeks ago
We are seeking an experienced Financial Services Manager to join our team at Ernest Gordon Recruitment. As a Financial Services Manager, you will be responsible for managing a diverse portfolio of private clients, providing bespoke financial solutions, and delivering exceptional client service.
Key Responsibilities:- Manage individual client objectives and deliver client requirements as required
- Meet monthly billing targets and assist with training and development as needed
- Attend networking activities and promote services to current and prospective clients
- Account Manager/Client Services Manager experience
- Financial experience and client-facing skills
- Commutable to Ferndown
We offer a competitive salary, pension scheme, training, bonus, and progression opportunities. If you are a motivated and experienced Financial Services Manager looking for a new challenge, please apply now with an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position, and the offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
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Private Client Financial Services Manager
3 weeks ago
Ferndown, Dorset, United Kingdom Ernest Gordon Recruitment Full timeAbout the RoleWe are seeking an experienced Private Client Financial Services Manager to join our team at Ernest Gordon Recruitment. As a key member of our financial services division, you will be responsible for managing a portfolio of high-value clients and delivering exceptional financial services.Key ResponsibilitiesManage individual client objectives...
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Private Client Financial Services Manager
3 weeks ago
Ferndown, Dorset, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout the RoleWe are seeking an experienced Account Manager to join our team at Ernest Gordon Recruitment Limited. As a Private Client Account Manager, you will be responsible for managing a portfolio of high-value clients and delivering exceptional financial services.Key ResponsibilitiesManage individual client objectives and deliver tailored financial...
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Private Client Financial Services Manager
4 weeks ago
Ferndown, Dorset, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout the RoleWe are seeking an experienced Account Manager to join our team at Ernest Gordon Recruitment Limited. As a Private Client Account Manager, you will be responsible for managing a portfolio of high-value clients and delivering exceptional financial services.Key ResponsibilitiesManage individual client objectives and deliver tailored financial...
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Financial Services Coordinator
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Compliance Officer
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Ferndown, Dorset, United Kingdom Reed Full time{"title": "Compliance Officer", "company": "Reed Financial Services", "description": "We are seeking a highly skilled Compliance Officer to join our team at a well-established independent financial advisers with offices based in Ferndown near Bournemouth. The successful candidate will be responsible for overseeing the daily operations related to compliance...
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Compliance Officer
2 weeks ago
Ferndown, Dorset, United Kingdom Reed Full time{"title": "Compliance Officer", "company": "Reed Financial Services", "description": "We are seeking a highly skilled Compliance Officer to join our team at a well-established independent financial advisers with offices based in Ferndown near Bournemouth. The successful candidate will be responsible for overseeing the daily operations related to compliance...
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Financial Services Administrator
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Financial Services Administrator
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Ferndown, Dorset, United Kingdom Office Angels Full time £25,000About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Office Angels. As a key member of our finance team, you will be responsible for providing administrative support to our clients in the finance sector.Key ResponsibilitiesAnswer external telephone calls and respond to queries in a...
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Compliance Officer/Paraplanner
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Compliance Officer/Paraplanner
4 days ago
Ferndown, Dorset, United Kingdom CV Library Full timeCompliance Officer/Paraplanner - Financial ServicesAbout the Role:We are seeking a highly skilled Compliance Officer/Paraplanner to join our dynamic team in Ferndown. As a key player in our financial services firm, you will be responsible for managing daily compliance functions and ensuring regulatory standards are met.Key Responsibilities:Compliance...
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Compliance Officer/Paraplanner
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Ferndown, Dorset, United Kingdom CV Library Full timeCompliance Officer/Paraplanner - Financial ServicesAbout the Role:We are seeking a skilled Compliance Officer/Paraplanner to join our dynamic team in Ferndown. As a key player in our financial services firm, you will be responsible for managing daily compliance functions and ensuring regulatory standards are met.Key Responsibilities:Compliance Management:...
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Compliance Officer/Paraplanner
6 days ago
Ferndown, Dorset, United Kingdom CV Library Full timeCompliance Officer/Paraplanner - Financial ServicesAbout the Role:We are seeking a skilled Compliance Officer/Paraplanner to join our dynamic team in Ferndown. As a key player in our financial services firm, you will be responsible for managing daily compliance functions and ensuring regulatory standards are met.Key Responsibilities:Compliance Management:...
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Financial Controller
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Financial Controller
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Client Services Manager
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Client Services Manager
1 week ago
Ferndown, Dorset, United Kingdom Reed Full timeClient Services Manager / Accounts ManagerReed is seeking a highly skilled Client Services Manager / Accounts Manager to join a leading Accountancy Practice based near Wimborne.This is a hybrid working role, with 3 days in the office and 2 days working from home.The successful candidate will be responsible for managing a complete client portfolio,...
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Client Services Manager
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Client Services Manager
2 weeks ago
Ferndown, Dorset, United Kingdom Reed Full timeClient Services ManagerReed is seeking a highly skilled Client Services Manager to join their team. As a key member of the Client Service Team, you will play a pivotal role in ensuring the company's continued success by building and maintaining crucial client relationships, while ensuring income and billing targets are met.Key Responsibilities:Manage a...
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Financial Analyst
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Private Client Portfolio Manager
3 weeks ago
Ferndown, Dorset, United Kingdom Ernest Gordon Recruitment Full timeJob Summary:We are seeking an experienced Account Manager to join our team as a Private Client Portfolio Manager. As a key member of our financial services team, you will be responsible for managing a portfolio of high-value clients and delivering exceptional financial services.About the Role:Manage a diverse portfolio of private clients, providing bespoke...